TurboTax 2024 Windows Import from Schwab is Broken

[jmorgie7]

Spent an hour on the phone with Intuit support without an answer.  1099s are all available and I have downloaded the pdf files.  I have done this for the past many years without problem. 

When I do Import in TurboTax 2024 I get this sequence:

* Logging Into Schwab in browser tab

* Schwab says making available list of accounts

* Intuit URL says importing from Schwab accounts

* Intuit URL give green check mark that all info has been downloaded

* Returning to Turbotax:  no new screen, no acknowledgement of download, no 1099s in list of form, nothing in the Income summary for those accounts.

==> the mechanism between Schwab and Intuit is broken ... NEEDS FIXING

[CatinaT1]

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[davideisman]

 I am having same issue and worked with phone support three times. twice they accessed session remotely and could not get it to work. Each time final screen from Schwab states import successful and to return to TurboTax to find nothing. Last support specialist had me remove software and reinstall still no joy.  Both calls attempted three times to export and everything appears to work but nothing populates in TurboTax. 

I have an account at Merrill which imported without issue. 

How do I resolve?   I am using desktop version.

[jmorgie7]

Resolved.

My default browser is Brave which i like because a lot of builtin security.  which stopped the downloads.  Changed default browser to Edge and download worked fine.  I suspect actual Chrome browser would also work but some other firewalls, security watchdogs etc. may stop it.  

[mengero]

I am using TurboTax premier on Windows 10 desktop and am having a very similar problem.  I two Schwab brokerage accounts and two Schwab Bank accounts.  I have granted 3rd party access to all 4 accounts, but a single 1099-DIV and 1099-INT only download for my primary brokerage account.  I have chatted with Schwab about this and they says everything is good on their end.  My default browser is Chrome and I have also tried switching the default to Edge, but got the same result.  

Something on the TurboTax side is definitely broken.

[mengero]

Update on my problem.  Apparently TurboTax does not support upload of Schwab Bank accounts, but that still does not explain the issue with it not downloading my second Schwab brokerage account.

[Ralph123x]

I'm having the SAME issue! Very frustrating. Using TurboTax desktop on Windows, using Chrome browser.

[lostarky2020]

I had the same issue with TurboTax desktop on Windows 11, using Brave.

I tagged off another commenter's solution using Edge for the import.

I temporarily made Firefox my default browser and the Schwab data imported successfully.

[mengero]

I tried using Firefox.  All accounts still don't download for me.

[lostarky2020]

That's bound to be frustrating.

Check to be sure your browsers are up to date.

You might try turning off the tracker protection in Firefox or creating temporary exceptions for Schwab and Intuit (Settings > Privacy & Security > Browser Privacy > Manage Exceptions)?

If you're using Brave, try turning off Brave Shields (found this tip in older posts about this issue).

I don't use Edge or Chrome, but you could try something similar with those.

Otherwise, I would think maybe antivirus/firewall or VPN interference might be possibilities.

I hope the browser solutions work. Don't forget to restore your privacy settings when you're done.

[hyperkik]

Just confirming it worked for everyone just a few days later?  It was basically available to download the PDF a day or two before it would connect to TT to import data.  Right?

[RmB50]

TurboTax 2024 IMPORT from Vanguard is broken ... fix it already

[canishel]

My fix may not apply, BUT

I had the same issue about not being able to import from my financial institution. Turned off (McAfee) VPN and it worked.

[Jonelle0]

Same problem here but with Wells Fargo.  Using TT Premier desktop & edge browser.  Have talked several times to Intuit & to Wells Fargo.  No luck with either one.  There seems to be no way to get to someone in Technical Support.  I have used TT for over ten years & never had problem like this.  I bought TT because I DON"T want to manually input my data!!!  

[VolvoGirl]

I imported my friend's Wells Fargo fine.  She has 2 broker accounts and a 1099R.  Are you picking the right Wells Fargo?  Wells Fargo Advisors?